Manager of Managed Solutions & Technology

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Hiring Remotely in MN
Remote
Fintech • Financial Services
The Role

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. With more than 400 accountants, tax specialists, and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. BPB is an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs.

Position Overview:
We are seeking an experienced Manager to join our Managed Solutions & Technology team. This role will provide leadership in the integration of innovative technologies within accounting practices, guiding the team to streamline financial operations, improve efficiency, and provide value to clients through advanced business intelligence and data analytics. As a manager, you will oversee financial analysis, client engagements, and contribute to strategic decision-making while maintaining high standards of accuracy and compliance. This position offers the opportunity to manage projects and client relationships, mentor staff, and drive improvements in accounting processes using cutting-edge technology.

Key Responsibilities:

  • Financial Analysis & Reporting: Oversee the compilation and review of financial information, ensuring that financial statements, budgets, and reports are accurate, complete, and compliant with industry standards.
  • Leadership & Team Development: Manage and mentor a team of accounting professionals, providing guidance on complex tasks, conducting performance reviews, and fostering professional development.
  • Client Management & Communication: Serve as the main point of contact for clients, managing relationships, understanding their needs, and providing strategic financial advice to help optimize their operations.
  • Business Intelligence & Technology Integration: Lead the integration of technology tools and systems to improve accounting processes, leverage data analytics, and provide insights into financial trends and performance.
  • Regulatory Compliance & Risk Management: Ensure all work complies with federal, state, and local regulations, and assist clients in understanding and adhering to applicable compliance requirements.
  • Project Management & Budgeting: Oversee project workflows, timelines, and budgets for client engagements. Ensure that deadlines are met, and deliverables are completed on time and within scope.
  • Tax & Payroll Oversight: Supervise tax filings, accounts receivable, accounts payable, and payroll processing, ensuring accuracy and timely completion.
  • Strategic Business Support: Provide strategic financial insights and recommendations to senior leadership, helping clients optimize their financial operations.
  • Process Improvements: Identify areas for process improvements, implement best practices, and ensure continuous improvement of team efficiency and client outcomes.

Qualifications:

  • Bachelor’s degree in accounting, finance, or a related field.
  • 5+ years of experience in accounting, finance, or a related field, with at least 2 years of experience managing or supervising teams.
  • Strong understanding of accounting principles, financial reporting, and regulatory compliance (federal, state, and local).
  • Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint) and accounting software (e.g., QuickBooks, NetSuite, etc.).
  • Expertise in business intelligence, data analytics, and integrating technology to enhance accounting practices.
  • Proven ability to manage multiple priorities and client relationships effectively.
  • Strong leadership, organizational, and communication skills, with the ability to collaborate across teams and mentor staff.
  • A strategic thinker with problem-solving capabilities and the ability to influence decision-making at the client and firm level.

What We Offer:

  • A competitive salary and equitable workplace.
  • Opportunities for professional development and career growth.
  • A diverse and inclusive culture that encourages collaboration and innovation.
  • A comprehensive benefits package, including health, wellness, and retirement plans.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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The Company
Boca Raton, , Florida
364 Employees
Year Founded: 1980

What We Do

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning.

Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation.

Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America.

We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times.

For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com

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